Finance systems, AI and automation

Better systems. Less manual work. One reliable set of numbers.

Quintiva combines Finance Director-level experience with practical knowledge of finance systems, AI, bots and automation.

Problems we help solve

Finance headcount keeps increasing

Finance headcount keeps increasing

There is no single version of the truth

There is no single version of the truth

Too much work is manual

Too much work is manual

Systems do not talk to each other

Systems do not talk to each other

There is plenty of data but limited insight

There is plenty of data but limited insight

Technology has become more complicated than the problem

Technology has become more complicated than the problem

Core service areas

Finance technology stack review

Quintiva can review:

  • Accounting systems

  • CRM and ATS platforms

  • Payroll

  • Pay-and-bill systems

  • Accounts payable

  • Expenses

  • Credit control

  • Cash-flow tools

  • Reporting and BI

  • Budgeting and forecasting

  • Workflow and approval systems

A practical view

The output is a practical view of:

  • What should stay

  • What should change

  • What can be integrated

  • What can be automated

  • What is unnecessary

  • Where new technology would genuinely add value

Practical use of AI

The question should not be:

“Where can we use AI?”

It should be:

“What problem are we trying to solve, and what is the best way to solve it?”

Sometimes the answer is AI. Sometimes it is conventional automation, better integration or simply fixing the process.

Bots and process automation

Quintiva has practical experience using bots and automation to replace recurring manual finance tasks.

  • Understand the process

  • Challenge the process

  • Define the requirements

  • Design the controls

  • Implement the solution

  • Review the outcome

Automation should not remove control

  • Clear ownership

  • Validation

  • Approvals

  • Exception reporting

  • Audit trails

  • Appropriate human review

Quintiva is not a software development company

Our role is to:

  • Identify the real problem

  • Determine whether technology is the right solution

  • Define finance requirements

  • Design the control framework

  • Help select appropriate solutions

  • Oversee implementation

  • Challenge suppliers

  • Ensure the finished solution delivers the intended business outcome

Where specialist technical development is required, Quintiva works with a trusted specialist supplier.

How an engagement can work

  • Finance systems review

  • Process and automation review

  • System selection

  • Implementation oversight

  • Part of a wider fractional FD engagement

Start a conversation

Whether you need ongoing fractional FD support, a business valuation, help with an EOT or transaction, or a more effective finance function, the first step is a straightforward conversation.